Avalon Capital Management’s TransDigm Group TDG Stock Holding History

Avalon Capital Management’s Portfolio TDG Stock Details TDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$368K	Sell	276 -4	-1%	-$4.91K	0.09%	86
2026 Q1	$325K	Sell	280 -2,502	-90%	-$3.28M	0.09%	91
2025 Q4	$3.7M	Buy	2,782 +2,102	+309%	+$2.76M	0.89%	30
2025 Q3	$896K	Buy	680 +74	+12%	+$106K	0.22%	64
2025 Q2	$922K	Buy	606 +10	+2%	+$14K	0.25%	66
2025 Q1	$824K	Buy	596 +15	+3%	+$20K	0.24%	65
2024 Q4	$736K	Buy	581 +61	+12%	+$80.4K	0.24%	67
2024 Q3	$742K	Buy	+520	New	+$676K	0.22%	66
2023 Q4	–	Sell	-314	Closed	-$265K	–	99
2023 Q3	$265K	Buy	+314	New	+$275K	0.14%	55

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avalon Capital Management's TDG Position: Q2 2026 in Review

Avalon Capital Management reduced its TransDigm Group (TDG) stake by 1.4% in Q2 2026, selling an estimated $4.91K and leaving 276 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #86.

Avalon Capital Management first reported a position in TDG in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.7M in Q4 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Avalon Capital Management held 276 shares of TransDigm Group worth $368K as of Q2 2026.
Avalon Capital Management sold 4 TransDigm Group shares in Q2 2026, an estimated $4.91K.
TransDigm Group made up 0.09% of Avalon Capital Management's portfolio in Q2 2026, its #86 holding.
Avalon Capital Management first reported a position in TransDigm Group in Q3 2023 and has held it in 9 quarters since.
Avalon Capital Management's TransDigm Group position peaked at $3.7M in Q4 2025.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.